Institutional Ownership Apple Inc. (AAPL)
This table provides information about the institutional ownership of Apple Inc. (AAPL). We have compiled data on the 6,584 institutions that hold shares in the stock, with a total of 9 Billion shares, which have been reported (via 13F filing form) to have a value of $2.41 Trillion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Fairway Wealth LLC
Independence, OH |
Oct 30, 2025 Q3 2025 |
2,308
shares
|
$617,297
0.16% of portfolio
|
Q3 2025
Added 99.83%
|
|
|
Retirement Wealth Solutions LLC
Marshfield, WI |
Jan 07, 2026 Q4 2025 |
2,303
shares
|
$615,960
0.4% of portfolio
|
Q4 2025
Added 0.48%
|
|
|
Kmt Wealth Management, LLC
El Segundo, CA |
Nov 20, 2025 Q3 2025 |
2,299
shares
|
$614,890
0.32% of portfolio
|
Q3 2025
Reduced 11.54%
|
|
|
Keene & Associates, Inc.
|
Jan 31, 2025 Q4 2024 |
2,293
shares
|
$613,285
0.48% of portfolio
|
Q4 2024
Added 8.11%
|
|
|
Capital Wealth Management, LLC
W. Warwick, RI |
Oct 15, 2025 Q3 2025 |
2,291
shares
|
$612,750
0.2% of portfolio
|
Q3 2025
Reduced 9.87%
|
|
|
Jordan Park Trust CO LLC
Portsmouth, NH |
Oct 30, 2025 Q3 2025 |
2,270
shares
|
$607,134
0.56% of portfolio
|
Q3 2025
Reduced 1.39%
|
|
|
Virtus Family Office LLC
El Paso, TX |
Nov 05, 2025 Q3 2025 |
2,264
shares
|
$605,529
0.59% of portfolio
|
Q3 2025
Added 118.32%
|
|
|
Stegner Investment Associates Inc.
|
Nov 06, 2025 Q3 2025 |
2,257
shares
|
$603,657
0.31% of portfolio
|
Q3 2025
Reduced 14.86%
|
|
|
Conscious Wealth Investments, LLC
Miami Beach, FL |
Nov 07, 2025 Q3 2025 |
2,249
shares
|
$601,517
0.36% of portfolio
|
Q3 2025
Added 5.69%
|
|
|
Inlight Wealth Management, LLC
Atlanta, GA |
Oct 28, 2025 Q3 2025 |
2,248
shares
|
$601,250
0.27% of portfolio
|
Q3 2025
Added 0.04%
|
|
|
Advisor Shares Investments LLC
Bethesda, MD |
Nov 05, 2025 Q3 2025 |
2,247
shares
|
$600,982
0.11% of portfolio
|
Q3 2025
Reduced 1.23%
|
|
|
Beaumont Asset Management, L.L.C.
|
Oct 28, 2025 Q3 2025 |
2,241
shares
|
$599,377
0.3% of portfolio
|
Q3 2025
Reduced 1.1%
|
|
|
Pacific Wealth Management
|
Oct 21, 2025 Q3 2025 |
2,226
shares
|
$595,365
0.29% of portfolio
|
Q3 2025
Added 40.89%
|
|
|
Financial Services Advisory Inc
|
Nov 04, 2025 Q3 2025 |
2,213
shares
|
$591,888
0.22% of portfolio
|
Q3 2025
Added 35.6%
|
|
|
Peterson Wealth Management
|
Dec 17, 2025 Q3 2025 |
2,211
shares
|
$591,354
0.4% of portfolio
|
Q2 2025
Reduced 78.67%
|
|
|
Mane Global Capital Management LP
New York, NY |
Nov 14, 2025 Q3 2025 |
2,210
shares
|
$591,086
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Swisspartners Advisors LTD
Zurich, V8 |
Nov 05, 2025 Q3 2025 |
2,188
shares
|
$585,202
0.49% of portfolio
|
Q1 2024
New holding
|
|
|
Wela Strategies, Inc.
|
Oct 24, 2025 Q3 2025 |
2,184
shares
|
$584,132
0.18% of portfolio
|
Q3 2025
Reduced 6.31%
|
|
|
Bulwark Capital Corp
Fernandina Beach, FL |
Jan 12, 2026 Q4 2025 |
2,178
shares
|
$582,527
0.42% of portfolio
|
Q4 2025
Reduced 7.83%
|
|
|
Luminvest Wealth Management LLC
Scottsdale, AZ |
Nov 03, 2025 Q3 2025 |
2,177
shares
|
$582,260
0.18% of portfolio
|
Q3 2025
Reduced 9.82%
|
|
|
Brooktree Capital Management
|
Nov 07, 2025 Q3 2025 |
2,175
shares
|
$581,725
0.35% of portfolio
|
Q2 2025
Reduced 31.02%
|
|
|
Curat Global, LLC
Springfield, NH |
Oct 28, 2025 Q3 2025 |
2,168
shares
|
$579,853
0.52% of portfolio
|
Q3 2025
Reduced 84.7%
|
|
|
Scratch Capital LLC
Boise, ID |
Jan 12, 2026 Q4 2025 |
2,159
shares
|
$577,446
0.38% of portfolio
|
Q4 2025
Reduced 63.54%
|
|
|
Starfox Financial Services, LLC
The Woodlands, TX |
Apr 30, 2024 Q1 2024 |
2,156
shares
|
$576,643
0.31% of portfolio
|
Q1 2024
Reduced 1.6%
|
|
|
Semitam Bonam LLC
Goshen, NY |
Oct 20, 2025 Q3 2025 |
2,156
shares
|
$576,643
0.49% of portfolio
|
Q3 2025
Reduced 9.64%
|
|